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S&P Global
SPGI

Overview Fund Activity

1,908 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 745 reducing their positions, and 82 closing their positions.

Holders
1,908
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.6%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
745
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M

Top Buyers

1
Citigroup
1
Citigroup
New York
$826M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.24B
3
Capital International Investors
3
Capital International Investors
California
$3.53B
4
Mitsubishi UFJ Asset Management
4
Mitsubishi UFJ Asset Management
Japan
$469M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.08B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$95.2M
3
Millennium Management
3
Millennium Management
New York
$166M
4
BlackRock
4
BlackRock
New York
$13B
5
Ameriprise
5
Ameriprise
Minnesota
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
1776
FSA Wealth Management
Massachusetts
$54.2K 105 +105 New
NMG
1777
New Millennium Group
Utah
$53.7K 104 – –
GWM
1778
Guardian Wealth Management
Illinois
$51.7K 100 – –
CB
1779
Centennial Bank
Arkansas
$51.7K 100 – –
KSWA
1780
Kathleen S. Wright Associates
Pennsylvania
$51.5K 100 +20 +25%
ME
1781
McIlrath & Eck
Washington
$50.1K 97 -26 -21%
GWSG
1782
GPS Wealth Strategies Group
Colorado
$49.6K 96 +1 +1%
PP
1783
Pingora Partners
Wyoming
$49.1K 95 – –
WBC
1784
West Branch Capital
Massachusetts
$49.1K 95 +1 +1%
CWC
1785
Carolinas Wealth Consulting
North Carolina
$49K 95 +5 +6%
EFP
1786
EnRich Financial Partners
Wisconsin
$47.5K 92 – –
CAM
1787
Clarity Asset Management
Iowa
$47.2K 91 -4 -4%
FGA
1788
Fortis Group Advisors
New Jersey
$46.5K 90 – –
ABWM
1789
Alpine Bank Wealth Management
Colorado
$46.5K 90 +90 New
MAM
1790
Meeder Asset Management
Ohio
$45.5K 88 +4 +5%
CAS
1791
Coppell Advisory Solutions
Texas
$45.1K 88 +67 +319%
HB
1792
Horizon Bancorp
Indiana
$45K 87 -4 -4%
FMP
1793
Financial Management Professionals
Texas
$45K 88 +25 +40%
ACM
1794
Anfield Capital Management
California
$44.4K 86 – –
PCMC
1795
Planning Capital Management Corporation
Pennsylvania
$43.4K 84 -334 -80%
BSB
1796
Bangor Savings Bank
Maine
$41.8K 81 -5 -6%
FFA
1797
Frazier Financial Advisors
Ohio
$41.4K 80 -11 -12%
RI
1798
Ridgewood Investments
New Jersey
$41.3K 80 -1 -1%
AP
1799
Aspect Partners
Virginia
$38.2K 74 -3 -4%
FPF
1800
First Pacific Financial
Washington
$37.8K 73 – –
70 71
72
73 74